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Rizvi & Rizvi Cpas
“The Rizvi team's service is excellent, helping us file our normal tax documents, business related filings, and also to navigate new life and professional situations as they arise.”
Best Financial Advisors in Costa Mesa, CA
24 firms listed · 21 in Costa Mesa · 3 open weekends · 11 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Selah Portfolios & Planning
- Confident
- Financial Advisor
- Feel
“She is professional yet personable and passionate with up-to-date expertise in the financial sector; she provides us with sound financial advice and guidance with integrity and excellence.”
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Goodrich, Thomas, Cannon & Reeds
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Check Capital Management
- Portfolio
- Market
- Profit
“What attracted me to Check Capital seven years ago was its strategy of finding and investing for the long term in a manageable number of well run, well established companies available at attractive share prices; a strategy I first learned when I help...”
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Caseadvance
- Happy
- Questions
- Company
“I wasn't sure about this kind of stuff but a case Advanced they made me feel unpressured give me all the information that I needed to make an informed decision it's a little costy but if all your other resources are exhausted then this is the way to ...”
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Corcapa 1031 Advisors
“ß Over a period of seven months, Christina presented my husband and me with a number of viable property options in constructing a taylor-made DST portfolio suitable to our family's needs and long-term goals.”
The 24 firms listed for Costa Mesa, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Costa Mesa, CA
Of the 24 firms we list here, 21 are in Costa Mesa itself and 3 come from Irvine (2, 8 mi) and Santa Ana (1, 5 mi). 11 of the firms on this page have a rating, from 4.6 to 5.0 across 318 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (83%) and quality (63%). 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), business services (2), estate planning (2) and quickbooks services (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 33 years. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Costa Mesa take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Capital Planning Group
“Experienced and knowledgeable, they helped me set up and manage my retirement accounts and I'm very happy with the results.”
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Leisure Capital Management
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Wealth Financial Group West
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Jamar James
- Cryptocurrency
“Using the services of Jamar, not only do I know how to trade, but also learned a mindset that will be valuable throughout my life.”
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Halbert Hargrove Global Advisors
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Michael A Darany, CFP , EA
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Beacon Wealth Team
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Polaris Wealth Advisory Group
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Crown Wealth Management
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Modern Wealth Advisors
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FFG Valuations
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Osaic Wealth
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Stevens & Ault Financial Services
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Wilmington Trust
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Fabian Wealth Strategies
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Masler & Associates
- Team
- Knowledge
“He was only 35 at the time and this is just the furthest thing that you want to even think of, but good old Uncle Sam wants to make sure he still paid his taxes.”
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Tax Law Advocates - Tax Relief Company
- Pay
- Price
- Questions
“I recommended Law Advocates and my Case manager Crystal to anyone who is looking for help with back taxes , they save you money and get the job Done!!!!”
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Modern Wealth Law
- Trust
- Patient
- Efficient
“He was well informed on current laws and was able to guide me through the process of setting up my first living trust to protect myself and loved ones.”
Retirement Planning and Investment Management Services in Costa Mesa, CA Cost Estimates
Minimum cost
$1179
Maximum cost
$10015
National Average
$3535
Avg Per Hour Rates
$354
$2357
$6480
Fair price range is based on 332 cost profiles
Why these companies made our list
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